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Private Portfolio Partners’s Chevron CVX Stock Holding History

Private Portfolio Partners’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.54M Buy
17,514
+1,042
+6% +$159K 0.47% 41
2024
Q3 		$2.43M Buy
+16,472
New +$2.45M 0.45% 42
2024
Q2 		– Sell
-15,486
Closed -$2.44M – 119
2024
Q1 		$2.44M Buy
15,486
+205
+1% +$30.9K 0.51% 39
2023
Q4 		$2.28M Buy
15,281
+130
+0.9% +$19.7K 0.52% 39
2023
Q3 		$2.55M Sell
15,151
-1,003
-6% -$162K 0.66% 31
2023
Q2 		$2.54M Buy
16,154
+132
+0.8% +$21.2K 0.65% 30
2023
Q1 		$2.61M Sell
16,022
-637
-4% -$107K 0.71% 29
2022
Q4 		$2.99M Sell
16,659
-958
-5% -$167K 0.79% 29
2022
Q3 		$2.53M Buy
17,617
+375
+2% +$57.2K 0.72% 30
2022
Q2 		$2.5M Buy
17,242
+118
+0.7% +$19.5K 0.7% 32
2022
Q1 		$2.79M Sell
17,124
-398
-2% -$57.1K 0.69% 34
2021
Q4 		$2.06M Buy
17,522
+1,107
+7% +$126K 0.53% 43
2021
Q3 		$1.67M Buy
16,415
+260
+2% +$25.9K 0.48% 52
2021
Q2 		$1.69M Buy
16,155
+927
+6% +$97.9K 0.49% 50
2021
Q1 		$1.6M Buy
15,228
+182
+1% +$17.8K 0.52% 49
2020
Q4 		$1.27M Buy
15,046
+206
+1% +$16.7K 0.45% 54
2020
Q3 		$1.07M Buy
14,840
+551
+4% +$46.3K 0.43% 52
2020
Q2 		$1.27M Sell
14,289
-1,446
-9% -$129K 0.59% 43
2020
Q1 		$1.14M Buy
15,735
+4,178
+36% +$413K 0.61% 44
2019
Q4 		$1.39M Sell
11,557
-217
-2% -$25.6K 0.6% 43
2019
Q3 		$1.4M Sell
11,774
-2,495
-17% -$303K 0.66% 44
2019
Q2 		$1.78M Buy
14,269
+2,704
+23% +$327K 0.76% 34
2019
Q1 		$1.43M Buy
11,565
+1,909
+20% +$226K 0.75% 36
2018
Q4 		$1.05M Buy
+9,656
New +$1.12M 0.65% 47

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Portfolio Partners's CVX Position: Q4 2024 in Review

Private Portfolio Partners increased its Chevron (CVX) stake by 6.3% in Q4 2024, buying an estimated $159K and bringing the position to 17,514 shares worth $2.54M. The position accounts for 0.47% of the portfolio, ranked #41.

Private Portfolio Partners first reported a position in CVX in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.99M in Q4 2022. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Private Portfolio Partners held 17,514 shares of Chevron worth $2.54M as of Q4 2024.
  • Private Portfolio Partners bought 1,042 Chevron shares in Q4 2024, an estimated $159K.
  • Chevron made up 0.47% of Private Portfolio Partners's portfolio in Q4 2024, its #41 holding.
  • Private Portfolio Partners first reported a position in Chevron in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's Chevron position peaked at $2.99M in Q4 2022.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.